Category Archives: Stock and Option Portfolio Management

A potential client, Jim, downloaded our software to test it out. Everyone can register and download the software for free. One of our follow-up marketing emails got a reply from Jim.
He didn’t like our older version. It is too complex. Well, he has a great reason. We’ll take Jim’s advice and try to put in a “light” or easy entry section. We need to be called out when we get too deep in the woods. Thank you Jim for your helpful guidance.
Here is his reply to our question; “What did you think of version 4”
Begin Quote:
Sorry, downloaded it. Looked at forms and input and reports. Way more work than the information I’ve had through online things like QuoteTracker, so far. That’s my answer: keep it going. Can’t use tedious forms; I’m 76, might not live long enough to fill them out.I trade 800 option positions/year.
Jim
End Quote.
If you think you are getting old, read that quote again. Jim is trading 800 option positions a year at 76 years old.
You go Jim!
William

We were going to release our next beta tomorrow. However, we had some feedback from the Yanks, that basically we need to clean up the configuration page when you set up a new broker.
Right now, the entries cover both the USA and AUS (as well as other countries). The difference is in how taxes are charged by the brokers for a trade.
We had everything on one page. This was not an elegant solution since it caused trouble tickets where the USA users would ask if they had to fill in the VAT components since they didn’t apply. By breaking this interface out, we are hoping to clean up some of the confusion.
With so many trading centers around the globe, trying to get a generic interface built just didn’t work. So, we are trying to make it more specific. Pick where you are, and what you need, then set up your accounts.
So far, we have:
1. A new Trading Rules section. This tool has been completely redesigned so you can build a new rule, pick the type of financial instrument it applies to, and what markets you want to use it with.
2. A completely new interface for the Trading Notes section. These notes are now integrated into the database so you can search for the notes on your previous trades. This should make them more helpful as you review your successes and failures at the end of the week.
3. Several logical errors we found in our code. This is a constant review with every beta release. We keep pushing to ensure our code is as clean as possible by the time we release.
4. Still working on the DDE updates. Some of our testers wanted specific imports. We are working to include them as menu options for everyone. As an example, one user wanted to import their end of data from their trading site using DDE. We are working to make that choice available for everyone. If you have an existing account, you will need to enter your user name and password to pull the data.
Your feedback will help us make this tool more helpful to our users. So, please send your suggestions for version 6 Beta 9 after we release Beta 8.
We expect to release Version 6 Beta 8 within two weeks for another round of testing by our users.
Thank you all!
The Roo-Trader / OTrader team.
www.roo-trader.com
www.otrader.com.au

We are pushing out our next beta release to our testers. So far, the releases have been coming approximately every two weeks. With this release we are testing the ability to pull price updates from Yahoo and Google.
We are coming close to our final release. We will work on our import wizard to help our users transition from version 4.2 of OTrader to the new release of Roo-Trader.
Your local radio station may not take requests, but we do. If you want to see additional functions, please contact us. We are working through the list we compiled from our users over the past year. However, some items are a higher priority than others. So, please let us know what you need!
Thank you for your support!
Sincerely,
The Roo-Trader Team!

To pull price updates from Google Finance, open OTrader on your desktop and then:
Menu->Edit->Preferences & Setup -> Security Codes -> Set all codes to update via <Choose Google>…then click Apply…that will update the entire portfolio to get updates from Google.
If you want to go back to Yahoo or your custom DDE price update settings, go back to Preferences and select your old choice.
We are still working on our central update server. We know some markets are missing from Google and Yahoo and we want to provide that data to you. This server will be tied to our next major software release later this year.
Happy Trading!
Nik

We released another update to our software. This release allows you to pull price updates from Google. We are looking for feedback from our users on their experiences with the price updates. Our testing was limited on updating our test stocks.
The default Yahoo is still set on your clients. If you want to try Google price updates, you need to select that option from your preferences menu settings. Look at the DDE settings and choose Google.
Happy Trading!
Nik

We have just created a new user forum where you can have your say on new features for our stock and option portfolio management software. It allows you to vote on your favourite features.
I have kicked it off with two features but you can add more as you see fit.
Go to http://otrader.uservoice.com to have your say.
Any questions let me know.

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